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Financial Advisor - Client Service Advisor

Synovus · Coral Gables, Florida, US

Job Summary: Responsible for the management of a portfolio of professional and executive accounts and the development of new professional and executive banki...

Job description

Job Summary: Responsible for the management of a portfolio of professional and executive accounts and the development of new professional and executive banking relationships. Clients will typically be commercial customers, small business customers, and higher-end consumer customers (physicians, attorneys, dentists, CPAs, veterinarians, corporate executives, affluent business owners, affluent retirees, inheritance beneficiaries, etc.) that require more complex product delivery. Coordinates relevant and related client service activities with other areas of the organization, providing a range of fee and credit-related products and services. Job Duties and Responsibilities: The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment. Qualifications Minimum Education: Bachelor's Degree in Business Administration, Finance, Accounting...